491 Account Opening Jobs - Page 17

NA DisclaimerUnsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.

Role & responsibilities Identify potential catchment areas of potential retail liabilities customers for Equitas Bank. Build a database of customer leads through references, opening stalls in areas where there are higher number of footfalls like apartment complexes, shopping areas etc., door to door visits, distribution of pamphlets etc. Schedule meetings with potential liabilities customers and understand their requirement; thereafter presenting them with the most suitable products and explaining the features/benefits. Communicate clearly to customers on the requirements for various types of products & services for example, charges for maintaining a locker, minimum balance to be maintained etc., and on the documents required to be submitted to bank with Equitas. Ensure that all customer documents are verified with originals and are handled with care and confidentiality. Complete all account opening related processes accurately so that the customer experience is enhanced and forms the foundation of a long relationship with the bank. Maintain continuous communication with customers on the status of their account opening process. Frequently communicate with newly signed up customers and assist them with additional products and services based on their requirements – for example, relevant loan products, investment products etc. Build reference network from newly signed up customers for potential leads. Regularly update Daily Sales Reports and discuss on the plans, action items, progress with the supervisor

CCompany:Kiya.ai Client:BNY Mellon Location:Chennai Work Mode:Hybrid Exp: 7-11 years ** Interested candidates drop resume to saarumathi.r@kiya.ai ** Job Title: Client Onboarding Job Role: Client Onboarding/Transitions/Conversions - IC1 under significant direction, conducts assigned operational and data analysis activities related to client onboarding/transitions/conversions. Prepares for and onboards clients, opens and closes accounts and/or analyzes, reconciles and reviews incoming or outgoing data for accurate translation to platform. Determines the best set-up for client accounts and establishes or makes updates to client accounts. Prepares for the opening of new accounts once due diligence on KYC and AML has been completed. Reviews the Account Opening Checklist for accuracy. Closes off accounts by first checking for any pending activity or balances remaining in the account. Conducts pre-transition/conversion testing and quality review of client data. Escalates findings to senior colleagues or assigned transition consultant. Responsible for the daily workflow of client transition/conversion operational and data analysis, monitoring each component of the transition/conversion including data requirements, regulatory and compliance impact and data transfer, coordination with third-parties, etc. Assist with managing transitions/conversions by developing transition/conversion plans along with timelines, assessing key resource requirements and identifying critical paths. Coordinate with different departments to complete tasks and documentation in time. Communicate progress to team and escalate issues or potential project delays. Provides project management to maintain and support less complex client relationships. Works closely with and provide support for Transition Consulting, Relationship Management and Account Management teams to ensure knowledge of client priorities and preferences and a seamless client experience. No direct reports. May have people management responsibilities in some geographies. Responsible for small, less complex clients or supports non-complex project phases and contributes to the achievement of team objectives. Bachelors degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred. Work experience preferred.

ROle Definition / Expectation: CASA Sales Executive : 1-2 yrs Experience SM Sales : 4 yrs + Exp.(CASA / BFSI) BRO - Branch relationship officer : min 2 yrs experience with Retail banking Meerut Interview date : 17-Jun-2025 Venue:Axis Bank Ltd ,Ground Floor , Khasra No. 5804 , Building No. 5, Sky Lark Complex , Janta nagar , Near samrat palace , Garh road , Meerut ,250004 Meerut Interview date : 18-Jun-2025 Venue : Axis bank Ltd, Ground floor And first floor , Building Number 251( old 162), Civil Line Boundary Road , Meerut Note: Mention Monika Sharma HR on Top of your CV About Liability Sales: The Liability Sales department focuses on the liability acquisition, assets and retail forex business for the bank. The department drives business from 2700+ branches and is responsible for sourcing of retail and corporate deposits, salary and non-salary accounts, trust accounts and forex Business with a view to increasing the retail book of the bank About the Role: Sales Managers (SM) are a part of the Bank's sales force whose primary responsibility is to get new customers for the bank and explore new business opportunities. SMs manage a team of business development executives responsible for selling current accounts and savings (CASA) accounts to customers based on their needs. They will ensure mapping of market and customers according to their need and handle queries to ensure customer satisfaction Key Responsibilities Achieve sales targets through direct efforts and by managing a team of business development executives Identify sales opportunities for the CASA products by acquiring new customers and building new relationships Manage business relations with existing customers to increase the depth of existing relationships Ensure timely servicing of leads received and resolution of discrepancies raised during application process Record and track all engagement activities through the CRM system Prepare and ensure implementation of sourcing, activation, implementation, coaching and mentoring plan for the BDEs Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry Qualifications: Optimal qualification for success on the job is: Graduation/ Post Graduation from a recognized university 4-8 years in a relevant role/ BFSI sector Role Proficiencies: For successful execution of the job, the candidate should possess the following: Good communication (both verbal and written) skill in both English and the local language Excellent lead generation and conversion skill Ability to handle pressure and meet deadlines High sales orientation to meet the sales targets consistently Ability to manage complex client situations Ability to coach and mentor others Ability to manage risk and uncertainty for self and team within a dynamic priority-setting environment #ComeAsYouAre "We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply"

Description External Job Description Primary Responsibilities Business Responsibility Areas Please detail out at least 8-0 responsibility areas Key Performance Indicators Business objectives • Assist sales team by generating and sharing accurate dealer level sales reports as per requirement • Assist dealers by making and sharing relevant sales report, credit note and debit note workings and scheme related communication as per defined timelines Servicing • Provide timely services to dealers by ensuring availability of sales aids like shade cards, collaterals, dealer kit etc • Provide logistics and operational support to Unit level initiatives, activations and during new dealer account opening • Assist sales workforce in gift settlements as per schemes closure on the system • Coordinate with HR department on employee life cycle activities such as Joining, transfers, separation etc Process Optimization • Find opportunities and work towards optimizing processes and reducing time and cost involved • Accurate and timely sharing of reports to Sales team • Timely service to dealers • Statutory and Safety compliances • Clearance of vendor payment within timelines • On time gift settlements with acknowledgement

CCompany:Kiya.ai Client:BNY Mellon Location:Chennai Work Mode:Hybrid ** Interested candidates drop resume to saarumathi.r@kiya.ai ** Client Onboarding 1-2yrs • Global KYC • Good Communication • Immediate joiners preferred • Shift - Night starts from 6 pm • Work from office Client Onboarding/Transitions/Conversions - IC1 under significant direction, conducts assigned operational and data analysis activities related to client onboarding/transitions/conversions. • Prepares for and onboards clients, opens and closes accounts and/or analyzes, reconciles and reviews incoming or outgoing data for accurate translation to platform. • Determines the best set-up for client accounts and establishes or makes updates to client accounts. • Prepares for the opening of new accounts once due diligence on KYC and AML has been completed. • Reviews the Account Opening Checklist for accuracy. • Closes off accounts by first checking for any pending activity or balances remaining in the account. • Conducts pre-transition/conversion testing and quality review of client data. • Escalates findings to senior colleagues or assigned transition consultant. • Responsible for the daily workflow of client transition/conversion operational and data analysis, monitoring each component of the transition/conversion including data requirements, regulatory and compliance impact and data transfer, coordination with third parties, etc. • Assist with managing transitions/conversions by developing transition/conversion plans along with timelines, assessing key resource requirements and identifying critical paths. • Coordinate with different departments to complete tasks and documentation in time. • Communicate progress to team and escalate issues or potential project delays. • Provides project management to maintain and support less complex client relationships. • Works closely with and provide support for Transition Consulting, • Relationship Management and Account Management teams to ensure knowledge of client priorities and preferences and a seamless client experience. • No direct reports. • May have people management responsibilities in some geographies. • Responsible for small, less complex clients or supports non-complex project phases and contributes to the achievement of team objectives. • Bachelors degree or the equivalent combination of education and experience is required. • Advanced/graduate degree preferred. • 1-2 yrs Work experience preferred. Experience in client-facing or project management preferred. Applicable local/regional licenses or certifications as required by the business.

Incedo is a US-based consulting, data science and technology services firm with over 2,500 people helping clients from our six offices across US and India. We help our clients achieve competitive advantage through end-to-end digital transformation. Our uniqueness lies in bringing together strong engineering, data science, and design capabilities coupled with deep domain understanding. We combine services and products to maximize business impact for our clients in telecom, financial services, product engineering and life science & healthcare industries. Working at Incedo will provide you an opportunity to work with industry leading client organizations, deep technology and domain experts, and global teams. Incedo University, our learning platform, provides ample learning opportunities starting with a structured onboarding program and carrying throughout various stages of your career. A variety of fun activities is also an integral part of our friendly work environment. Our flexible career paths allow you to grow into a program manager, a technical architect or a domain expert based on your skills and interests. Job Title: Team Lead Job Summary: We are looking for an experienced and motivated Team Lead to oversee daily trade support functions and manage a team responsible for post-trade processing across multiple asset classes. This leadership role involves ensuring operational efficiency, minimizing risk, and maintaining strong relationships with internal stakeholders and external counterparties. Key Responsibilities: - Should possess diverse knowledge into the investment banking domain. - Should have been part of operations management in the areas of Investment Banking (Account Operations/Maintenance, and Wealth Management etc. - Manage customer onboarding / account opening project for a US based firm - Engage with customer to drive process transition. Contribute and actively manage transition scoping, documentation, KPI adherence etc. - Devise training plan for new associates and drive it to ensure optimal skilling of resources per process needs - Manage team of associates and senior associates effectively to ensure timely and accurate delivery - Regular connect with onshore stakeholders for process updates, discuss teams performance and seek regular feedback - Conduct secondary reviews to check for the work done by the team - Primary contact for expertise on process standard operating procedures. - Initiate and coordinate client outreach for fetching client documentations and any additional information - Able to identify red flags and judge the need for escalation - Able to meet volume and quality check targets to meet service level agreements without compromising on quality - Identify, recommend and implement process efficiencies Required Qualifications: Bachelors/master's degree in finance, Business, Economics, or related field. 7- 9 years of experience in Accounts Ops within Investment Banking or Capital Markets. Proven leadership experience, with a track record of managing teams in a high-pressure environment. Excellent problem-solving, communication, and stakeholder management skills. High attention to detail and a proactive, solution-oriented mind-set. We offer: 1. Chance to join a truly growth-embracing culture, which will commit to helping you grow personally and professionally. 2. An opportunity to work as part of a dynamic, ambitious and international team in an informal and pleasant working environment. Regards, Incedo HR Team

Support Service Delivery: Engage proactively with clients and be their single point of contact for all service-related requirements. Be hands on and provide best in class service to clients. Ensure timely resolution of queries requirements raised by clients Coordinate with internal and external teams for critical complex requirements escalations. Arrange maintain portfolio statements for Clients Relationship managers. Accompany RMs for client visits as and when required. Ensure Bday, anniversary greetings and festival greetings are sent timely Account Opening Documentation Onboard new clients and fulfil all KYC requirement and account activation for clients across the products offered by our platform Have thorough knowledge and process critical documentations for all products and keep up breast with latest developments regulatory requirements Arrange manage entire documentation for Bank/Demat/Broking account opening Ensure timely revert to clients respective RMs towards pending documentations Ensure duly completed account opening forms with required supporting documents are sent for processing with zero error Maintain MIS for pending documents waivers granted ensure timely follow up closure Transaction processing Portfolio Updations Execution of all types of financial and non-financial transactions across products offered by our platform within TAT Ensure timely and accurate processing of investment transactions (POA and executionary) for all products ex: MFs, PMS, Structured products, Bonds, NCDs, Real estate funds etc. Manage coordinate all Equity Debt PMS redemptions Inflows. Qualification: Graduate Minimum 5 years of relevant experience in handling client servicing for wealth management products Must have a service-oriented approach

*Managing client onboarding (KYC, account opening, demat account, fund transfer) *Coordinating with broker, custodian, fund accountant *Downloading reports and preparing MIS in MS-Excel *Handling HNI client issues (need English) *Other admin work

JOB PURPOSE: To execute collections of current & over dues on ground from customers across area responsible for. PRINCIPAL ACCOUNTABILITIES Collection of current duesa.Collect the collection sheets from branchb.Group-wise collection as per scheduled time by following the processc.Deposit of collection money Collection of over duesa.Follow up with the customers with updated data report of assigned portfoliob.Collection of money as per processc.Depositing the money in bankd.Mobile Receipting & passbook entry with Stickere.Assist the TM - Collections in initiating action against the defaulters SKILLS AND KNOWLEDGE Street Smart Aggressive Educational Qualifications Graduate Relevant and total years of Experience?0 to 3Years.

Duties and responsibilities Sourcing of business a. Identification of customers through dealership networksb. Filling up of the application formc. KYC verificationd. Visiting potential customers in order to develop business Disbursements a. Collection of KYC documentsb. Loan documentationCriteria:Enclosed our requirements & Eligibility for ref.Request to provide a proper & suitable candidate who can join immediately. Sales experienced candidates will be preferred. Eligibility Qualification: Graduation is mandatoryTwo-wheeler and Driving license are mustMale & Female candidates eligibleSelected candidates home location should be between 20 KM from selected locationAge: 20 to 32 yrs.

Primary Responsibilities: Is responsible for Classic portfolio management by acquisition of new Classic customers and enhancement of existing relationship by cross-selling products and services as per the profile & need of the customers. Acquiring family accounts and deepening the size of the relationship and retention of the customers by providing the best possible services and being the dedicated point of contact for these customers.So that we become the primary banker for these Classic relationships and maximize the

Handling day-to-day financial transactions accurately. Prepare and process journal entries. Debtors and Creditors Ageing MIS Reports. Good working knowledge of Microsoft Excel. Assist with month-end and year-end closing procedures.

Company:Kiya.ai Client:BNY Mellon Location:Chennai Work Mode:Hybrid ** Interested candidates drop resume to saarumathi.r@kiya.ai ** Job Title: Client Onboarding Key Responsibilities: Prepares for and onboards clients, opens and closes accounts and/or analyzes, reconciles and reviews incoming or outgoing data for accurate translation to platform. Determines the best set-up for client accounts and establishes or makes updates to client accounts. Prepares for the opening of new accounts once due diligence on KYC and AML has been completed. Reviews the Account Opening Checklist for accuracy. Closes off accounts by first checking for any pending activity or balances remaining in the account. Conducts pre-transition/conversion testing and quality review of client data. Escalates findings to senior colleagues or assigned transition consultant. Responsible for the daily workflow of client transition/conversion operational and data analysis, monitoring each component of the transition/conversion including data requirements, regulatory and compliance impact and data transfer, coordination with third-parties, etc. Assist with managing transitions/conversions by developing transition/conversion plans along with timelines, assessing key resource requirements and identifying critical paths. Coordinate with different departments to complete tasks and documentation in time. Communicate progress to team and escalate issues or potential project delays. Provides project management to maintain and support less complex client relationships. Works closely with and provide support for Transition Consulting, Relationship Management and Account Management teams to ensure knowledge of client priorities and preferences and a seamless client experience. Additional Information: No direct reports. May have people management responsibilities in some geographies. Responsible for small, less complex clients or supports non-complex project phases and contributes to the achievement of team objectives.

CCompany:Kiya.ai Client:BNY Mellon Location:Chennai Work Mode:Hybrid ** Interested candidates drop resume to saarumathi.r@kiya.ai ** Job Title: Client Onboarding Job Role: Client Onboarding/Transitions/Conversions - IC1 under significant direction, conducts assigned operational and data analysis activities related to client onboarding/transitions/conversions. Prepares for and onboards clients, opens and closes accounts and/or analyzes, reconciles and reviews incoming or outgoing data for accurate translation to platform. Determines the best set-up for client accounts and establishes or makes updates to client accounts. Prepares for the opening of new accounts once due diligence on KYC and AML has been completed. Reviews the Account Opening Checklist for accuracy. Closes off accounts by first checking for any pending activity or balances remaining in the account. Conducts pre-transition/conversion testing and quality review of client data. Escalates findings to senior colleagues or assigned transition consultant. Responsible for the daily workflow of client transition/conversion operational and data analysis, monitoring each component of the transition/conversion including data requirements, regulatory and compliance impact and data transfer, coordination with third-parties, etc. Assist with managing transitions/conversions by developing transition/conversion plans along with timelines, assessing key resource requirements and identifying critical paths. Coordinate with different departments to complete tasks and documentation in time. Communicate progress to team and escalate issues or potential project delays. Provides project management to maintain and support less complex client relationships. Works closely with and provide support for Transition Consulting, Relationship Management and Account Management teams to ensure knowledge of client priorities and preferences and a seamless client experience. No direct reports. May have people management responsibilities in some geographies. Responsible for small, less complex clients or supports non-complex project phases and contributes to the achievement of team objectives. Bachelors degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred. Work experience preferred.

Role Definition / Expectation: Officer Sales I - Fresher- 1 yr ( Min. 21 yr - 28 yr ) Officer Sales II- 1-2 yrs (Sales experience in any industry ) AM Sales : 2 yrs + Exp. in CASA/ BFSI / banking sector ** It is preferred that the candidate has banking exposure/ experience Contact Person - HR - Aditya Dubey - "aditya3.dubey@axisbank.com" Location : All Chhattisgarh Qualifications: Graduation from a recognized institute About the Role: Business Development Executives are a part of the Bank's front line sales team. Their primary responsibility is sales of banks products to new customers for the bank. They will be required to take part in offsite marketing activities and travel locally to meet new customers as a daily activity. They are responsible for selling banking and third party products to customers based on their needs. They are responsible for handling customer queries. Business Development Executives are required to achieve targets assigned by the bank within initial 6 months for confirmation of their service Key Responsibilities: Selling of banks and third party products to new customers. Conducting marketing activities and travel locally to meet new customers as a daily activity. Contacting existing customers for more deposits and cross selling of more products. Achieve sales targets as assigned by the organization on a daily and monthly basis. Complete all mandatory certifications required for the role (AMFI, EUIN etc.). Complete all learning activities conducted by the bank from time to time. Daily entry of interaction with customers in banks CRM system. Follow all compliance guidelines (regulatory & legislative) for each activity. Participate and follow all initiatives that are undertaken by the bank from time to time Qualifications: Graduation from a recognized institute #ComeAsYouAre 'We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply' Expectations : It is preferred that the candidate has a 2 wheeler and Driving License

Experience: 2+ years of experience in retail banking,casa, gold loan, acquisition, cross selling, field sales direct sales, NTB Sourcing or Portfolio handling Required Candidate profile Required Candidate profile - Excellent communication and interpersonal skills. - Strong customer service and relationship-building skills. Must Have vehicle and driving License

: Job Title - Know Your Client (KYC), Associate Location - Bangalore, India Role Description The Know Your Client (KYC) Associate focuses on client onboarding (COB) and exceptions in line with regulatory standards and jurisdictions. The KYC Analyst provides regular communication to senior bank stakeholders on changes in KYC, Anti Money Laundering (AML) and Anti Financial Crime (AFC) areas and ensures any changes required are implemented with minimum disruptions. The KYC Analyst also assists the banks clients, managing all KYC and account opening requirements with appropriate governance and controls. They operate in an environment of strict adherence to Standard Operating procedures (SOPs) and Operation Level Agreements (OLAs) to achieve accurate and timely account opening to help execute trades Operations provides support for all of Deutsche Banks businesses to enable them to deliver transactions and processes to clients. Our people work in established global financial centers such as London, New York, Frankfurt and Singapore, as well as specialist development and service centers in locations including Bucharest, Moscow, Pune, Dublin and Cary. We process payments in excess of a trillion euros across the banks platforms, support thousands of trading desks and enable millions of banking transactions, share trades and emails every day A dynamic and diverse division, our objective is to make sure that all our services are executed in a timely and professional manner, that risk is minimized and that the client experience is positive. We are proud of the professionalism of our people, and the work they do. In return, we offer excellent career development opportunities to foster skills and talent. In accordance with Anti-Money Laundering , Banks, such as Deutsche Bank AG ("DB"), are obliged to perform Know-your-client (KYC) reviews on all new clients they adopt. These checks and reviews are made in strict accordance with regulatory requirement and the banks internal policies. The project involves verification of the Client data, performing due diligence checks on the Clients, reviewing KYC documentation performing the risk assessment of the Client, liaising with the Business/Compliance, advising on KYC requirements and signing off on new client adoptions.The Reg & Tax analyst role is an operations function where you will be involved in reviewing various regulatory documents related to clients to ensure that all the regulatory requirements are met and the bank is in compliance. What we'll offer you Please be aware there are regional differences to DB benefits and you will need to check the correct package per advert. As part of our flexible scheme, here are just some of the benefits that youll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under child care assistance benefit (gender neutral) Flexible working arrangements Sponsorship for Industry relevant certifications and education Employee Assistance Program for you and your family members Comprehensive Hospitalization Insurance for you and your dependents Accident and Term life Insurance Complementary Health screening for 35 yrs. and above Your key responsibilities Responsible for verification of Client data Perform due diligence of new and existing clients covering a wide range of different client types including; Listed and Regulated, small/medium/ large private and public companies as well as more complex structures such as; SPVs, Co-operatives, Foundations and Funds, Governments, Joint Ventures, etc. Verifying KYC documentation of the Clients to be adopted/reviewed Perform the risk assessment of the Client to be adopted/reviewed Signing off on new client adoptions and periodic reviews Manage New Client Adoption or Periodic Review stream, to ensure that all requests are approved in accordance with regulatory requirements and the banks internal policies Manage exception ensuring that all SLAs defined with the Business on timeliness and quality are adhered Your skills and experience 6+ years of relevant work experience (AML/KYC/compliance related) within corporate financial services industry, Research/Analytics role in other Banks / KPOs etc Understanding of Control, Compliance, Investigation/chasing functions in banks Familiarity AML/KYC regulations and industry guidelines (FSA, JMLSG, 3rd EU Money Laundering Directive, MiFID) Ability to interpret regulatory guidelines and assessing risk scores and entity types Ability to interpreting alerts Ability to identifying trends and inconsistencies Understanding of end to end KYC process How we'll support you Training and development to help you excel in your career Coaching and support from experts in your team A culture of continuous learning to aid progression A range of flexible benefits that you can tailor to suit your needs About us and our teams Please visit our company website for further information: https://www.db.com/company/company.htm We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment.

: Job TitleKnow Your Client (KYC) Analyst - NCT LocationBangalore Role Description The Know Your Client (KYC) Analyst focuses on client onboarding (COB) and exceptions in line with regulatory standards and jurisdictions. The KYC Analyst provides regular communication to senior bank stakeholders on changes in KYC, Anti Money Laundering (AML) and Anti Financial Crime (AFC) areas and ensures any changes required are implemented with minimum disruptions. The KYC Analyst also assists the banks clients, managing all KYC and account opening requirements with appropriate governance and controls. They operate in an environment of strict adherence to Standard Operating procedures (SOPs) and Operation Level Agreements (OLAs) to achieve accurate and timely account opening to help execute trades. What we'll offer you As part of our flexible scheme, here are just some of the benefits that youll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Employee Assistance Program for you and your family members Comprehensive Hospitalization Insurance for you and your dependents Accident and Term life Insurance Complementary Health screening for 35 yrs. and above Your key responsibilities The Know Your Client (KYC) Analyst focuses on client onboarding (COB) and exceptions in line with regulatory standards and jurisdictions. The KYC Analyst provides regular communication to senior bank stakeholders on changes in KYC, Anti Money Laundering (AML) and Anti Financial Crime (AFC) areas and ensures any changes required are implemented with minimum disruptions. The KYC Analyst also assists the banks clients, managing all KYC and account opening requirements with appropriate governance and controls. They operate in an environment of strict adherence to Standard Operating procedures (SOPs) and Operation Level Agreements (OLAs) to achieve accurate and timely account opening to help execute trades Your skills and experience Should have more than 6 months experience in Corporates and with good communication and system knowledge. How we'll support you Training and development to help you excel in your career Coaching and support from experts in your team A culture of continuous learning to aid progression A range of flexible benefits that you can tailor to suit your needs About us and our teams Please visit our company website for further information: https://www.db.com/company/company.htm We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment.

: Job Title: Asset Transfer, NCT Location: Jaipur, India Corporate TitleNCT Role Description Assets Transfer team is part of Wealth management which takes care of asset movement and alternative investments for Private bank and Brokerage clients. What we'll offer you As part of our flexible scheme, here are just some of the benefits that youll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Employee Assistance Program for you and your family members Comprehensive Hospitalization Insurance for you and your dependents Accident and Term life Insurance Complementary Health screening for 35 yrs. and above Your key responsibilities Daily monitoring of incoming FX Trades, Lien Release, Account opening, Miscellaneous wires requests and processing them within cut off time. Onboarding the client assets from counterparties for incoming WM clients in a timely manner while working with front office, custodian and counterparties. Terminating the client accounts upon request from FO and ensuring that cash and securities are transferred within expected time and accurately. Pricing of alternative investment products for private bank and brokerage clients. New client investments in alternatives which will include private equity and Hedge funds closing , capital call and distribution. Your skills and experience Needs to be a self-starter with significant ability to undertake initiatives. Strong interpersonal / good negotiations skills are required. Follow through skills, Effective communication skills, fluency in Microsoft Office skills, ability to confidently handle internal clients, futuristic and innovative approach will be expected. Ability and willingness to work in night shift is a must. How we'll support you Training and development to help you excel in your career Coaching and support from experts in your team A culture of continuous learning to aid progression A range of flexible benefits that you can tailor to suit your needs About us and our teams Please visit our company website for further information: https://www.db.com/company/company.htm We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment.

Role Definition / Expectation: Officer Sales I - Fresher- 1 yr ( Min. 21 yr - 28 yr ) Officer Sales II- 1-2 yrs (Sales experience in any industry ) AM Sales : 2 yrs + Exp. in CASA/ BFSI / banking sector ** It is preferred that the candidate has banking exposure/ experience Note: Mention Monika Sharma HR on top of your CV Qualifications: Graduation from a recognized institute About the Role: Business Development Executives are a part of the Bank's front line sales team. Their primary responsibility is sales of banks products to new customers for the bank. They will be required to take part in offsite marketing activities and travel locally to meet new customers as a daily activity. They are responsible for selling banking and third party products to customers based on their needs. They are responsible for handling customer queries. Business Development Executives are required to achieve targets assigned by the bank within initial 6 months for confirmation of their service Key Responsibilities: Selling of banks and third party products to new customers. Conducting marketing activities and travel locally to meet new customers as a daily activity. Contacting existing customers for more deposits and cross selling of more products. Achieve sales targets as assigned by the organization on a daily and monthly basis. Complete all mandatory certifications required for the role (AMFI, EUIN etc.). Complete all learning activities conducted by the bank from time to time. Daily entry of interaction with customers in banks CRM system. Follow all compliance guidelines (regulatory & legislative) for each activity. Participate and follow all initiatives that are undertaken by the bank from time to time Qualifications: Graduation from a recognized institute #ComeAsYouAre 'We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply' Expectations : It is preferred that the candidate has a 2 wheeler and Driving License

Role Definition / Expectation: Officer Sales I - Fresher- 1 yr ( Min. 21 yr - 28 yr ) Officer Sales II- 1-2 yrs (Sales experience in any industry ) AM Sales : 2 yrs + Exp. in CASA/ BFSI / banking sector ** It is preferred that the candidate has banking exposure/ experience Note: Mention Monika Sharma HR on top of your CV Qualifications: Graduation from a recognized institute About the Role: Business Development Executives are a part of the Bank's front line sales team. Their primary responsibility is sales of banks products to new customers for the bank. They will be required to take part in offsite marketing activities and travel locally to meet new customers as a daily activity. They are responsible for selling banking and third party products to customers based on their needs. They are responsible for handling customer queries. Business Development Executives are required to achieve targets assigned by the bank within initial 6 months for confirmation of their service Key Responsibilities: Selling of banks and third party products to new customers. Conducting marketing activities and travel locally to meet new customers as a daily activity. Contacting existing customers for more deposits and cross selling of more products. Achieve sales targets as assigned by the organization on a daily and monthly basis. Complete all mandatory certifications required for the role (AMFI, EUIN etc.). Complete all learning activities conducted by the bank from time to time. Daily entry of interaction with customers in banks CRM system. Follow all compliance guidelines (regulatory & legislative) for each activity. Participate and follow all initiatives that are undertaken by the bank from time to time Qualifications: Graduation from a recognized institute #ComeAsYouAre 'We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply' Expectations : It is preferred that the candidate has a 2 wheeler and Driving License

Role & responsibilities Generate Incremental Revenues: • Assists the leader to achieve the portfolio business objectives by acquiring incremental accounts from the corporate and maximizing second product cross sell at the time of account opening • Completes the Cross sell of an additional product within 60 days of account opening • Generates leads for asset / investment products Account Opening and Compliance: • Ensures FTNR on logged in AOFs is within set benchmarks • Communicates to the employees the requirements of KYC documents (as per the approved account opening process) People Management or Self-Management Responsibilities • Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year. • Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training. • Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectively. • Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks. Risk and Internal Control Responsibilities • Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager. • Executes the established internal control systems and compiles relevant information for departmental audits, as necessary. Candidate can share there cv on below given mail id komal.pawaskar.ext@yesbank.in. Contact No- 9892273274

Role & responsibilities Generate Incremental Revenues: • Assists the leader to achieve the portfolio business objectives by acquiring incremental accounts from the corporate and maximizing second product cross sell at the time of account opening • Completes the Cross sell of an additional product within 60 days of account opening • Generates leads for asset / investment products Account Opening and Compliance: • Ensures FTNR on logged in AOFs is within set benchmarks • Communicates to the employees the requirements of KYC documents (as per the approved account opening process) People Management or Self-Management Responsibilities • Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year. • Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training. • Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectively. • Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks. Risk and Internal Control Responsibilities • Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager. • Executes the established internal control systems and compiles relevant information for departmental audits, as necessary. Candidate can share there cv on below given mail id siddhesh.bhor.ext@yesbank.in. Contact No- 7738474256

Role & responsibilities Generate Incremental Revenues: • Assists the leader to achieve the portfolio business objectives by acquiring incremental accounts from the corporate and maximizing second product cross sell at the time of account opening • Completes the Cross sell of an additional product within 60 days of account opening • Generates leads for asset / investment products Account Opening and Compliance: • Ensures FTNR on logged in AOFs is within set benchmarks • Communicates to the employees the requirements of KYC documents (as per the approved account opening process) People Management or Self-Management Responsibilities • Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year. • Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training. • Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectively. • Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks. Risk and Internal Control Responsibilities • Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager. • Executes the established internal control systems and compiles relevant information for departmental audits, as necessary. Candidate can share there cv on below given mail id siddhesh.bhor.ext@yesbank.in. Contact No- 7738474256